Tsla
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
TSLA Tesla, Inc. | Consumer Cyclical | 100% |
Performance
The chart shows the growth of an initial investment of $10,000 in Tsla, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Sep 23, 2023, the Tsla returned 98.80% Year-To-Date and 35.09% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.55% | 9.05% | 12.97% | 17.44% | 8.37% | 9.90% |
| Tsla | 3.52% | 28.77% | 100.51% | -10.29% | 64.55% | 34.62% |
| Portfolio components: | ||||||
TSLA Tesla, Inc. | 3.52% | 28.77% | 100.51% | -10.29% | 64.55% | 34.62% |
| Returns over 1 year are annualized | ||||||
Dividend yield
Expense Ratio
The Tsla has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
TSLA Tesla, Inc. | -0.24 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Tsla. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Tsla is 73.63%, recorded on Jan 3, 2023. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.63% | Nov 5, 2021 | 291 | Jan 3, 2023 | — | — | — |
| -60.63% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -53.51% | Sep 19, 2017 | 428 | Jun 3, 2019 | 139 | Dec 18, 2019 | 567 |
| -49.77% | Sep 5, 2014 | 361 | Feb 10, 2016 | 288 | Apr 3, 2017 | 649 |
| -38.46% | Nov 26, 2010 | 61 | Feb 23, 2011 | 264 | Mar 12, 2012 | 325 |
Volatility Chart
The current Tsla volatility is 16.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.